Lakewood Capital Management’s GoodRx Holdings GDRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.7M Sell
4,157,274
-728,473
-15% -$3.63M 1.55% 24
2025
Q1
$21.5M Hold
4,885,747
1.88% 19
2024
Q4
$22.7M Buy
4,885,747
+1,165,562
+31% +$5.42M 2.04% 18
2024
Q3
$25.8M Buy
3,720,185
+125,100
+3% +$868K 2.03% 18
2024
Q2
$28M Buy
3,595,085
+290,000
+9% +$2.26M 2.29% 15
2024
Q1
$23.5M Buy
3,305,085
+1,095,000
+50% +$7.77M 1.91% 17
2023
Q4
$14.8M Buy
2,210,085
+755,000
+52% +$5.06M 1.24% 25
2023
Q3
$8.19M Buy
1,455,085
+508,407
+54% +$2.86M 0.75% 30
2023
Q2
$5.23M Buy
+946,678
New +$5.23M 0.45% 31